Suralink

Workflow management solution for accounting firms

4,7 /5 (385 reviews) Write a Review!

Suralink Overview

What is Suralink?

Suralink is a cloud-based workflow management solution designed to help accounting businesses streamline processes related to managing PBC (provided by client) lists, auditing, document transfer, and more. The platform comes with drag-and-drop functionality, which allows users to add files into the PBC lists and link them to client requests.

Suralink includes a tracking module, which enables managers to monitor client requests in real-time, as well as monitor team interactions across documents. The solution offers a host of features such as customizable templates, data import and export, roll forward, instant updates, approval workflows, audit trails, notifications, and more. The centralized dashboard also allows managers to review client engagement and manage document gathering in real time.

Suralink enables organizations to create personalized sub-domains with custom names and logos while the communication module lets managers add comments to client requests. Plus, the built-in secure document exchange system allows users to store encrypted documents and schedule automated backups.

Suralink Overview

Pricing

Starting from
US$20,00/month

Pricing options

Free Trial
Subscription
Value for money

Pricing starts at $20 per user per month. Contact Suralink for full pricing details.


Suralink Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Suralink account settings
Suralink requests status management
Suralink engagements dashboard
Suralink screenshot: Suralink account settings Suralink screenshot: Suralink requests status management Suralink screenshot: Suralink engagements dashboard

Suralink Reviews

Suralink Reviews

Overall rating
4,7
/
5
Excellent
292

Very good
80

Average
13

Poor
0

Terrible
0

Value for Money
4,7
Features
4,5
Ease of Use
4,6
Customer Support
4,6
97% recommended this app
Mike S.

Suralink Enhances and Simplifies Audit Evidence Collection Process

Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.


Michael Y.

Best PBC Request/File Share Site I Have Used

Exceptional. I've used a few different PBC request/file share sites and none of them have come close


Dominick T.

Suralink: Wiss/WEST Growth


Ashley B.

Suralink is a must have for an auditor

I would recommend this to anyone! I will continue to promote this product.


Bryce R.

Efficiency and Clarity

I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is up.


Mike S.
Industry: Accounting
Company size: 51-200 Employees

Suralink Enhances and Simplifies Audit Evidence Collection Process

Used Daily for 2+ years
Reviewed on 2020/10/09
Review Source: Capterra

Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.

Pros

Gone are the days of having a DRL or PBC that you manage in an Excel spreadsheet over e-mail or in a Dropbox, Box, or Sharepoint. Suralink does it for you with individual line items for each request, easy drag & drop to upload files, easily download all or just new files, track status, assign owners to requests, make requests private, and more. Can be used for any audit or advisory project where you need evidence from the client. Pay per firm user. Storage is unlimited, client engagements are unlimited.

Cons

Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.

Response from Suralink

Thanks for such a great review, Mike! We're glad you're finding value from Suralink. We're also happy to discuss new feature requests anytime. If there's ever anything we can do, please don't hesitate to reach out!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Michael Y.
Industry: Accounting
Company size: 51-200 Employees

Best PBC Request/File Share Site I Have Used

Used Daily for 6-12 months
Reviewed on 2020/02/08
Review Source: Capterra

Exceptional. I've used a few different PBC request/file share sites and none of them have come close

Pros

Very simple to use, the client view is just like the audit team view so I can walk them through the site, easy to upload, has almost every feature we were looking for, and they are constantly upgrading based on my feedback

Cons

No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Dominick T.
Industry: Accounting
Company size: 201-500 Employees

Suralink: Wiss/WEST Growth

Used Daily for 1+ year
Reviewed on 2020/02/26
Review Source: Capterra

Pros

It works. I do not have experience with other software's so not certain how to compare. It would be great if it could integrate with iChannel

Cons

I work for WEST Growth, LLC which is a subsidiary of Wiss and Company, LLP. I do not have any other experience with secure portal except for Suralink so I am not sure how useful my opinion is, however, I have several clients who complain about the UI. Basically, it is not very straightforward/learning curve involved.

Rating breakdown

Ease of Use

Likelihood to recommend: 5.0/10

Ashley B.
Industry: Accounting
Company size: 51-200 Employees

Suralink is a must have for an auditor

Used Daily for 2+ years
Reviewed on 2020/10/14
Review Source: Capterra

I would recommend this to anyone! I will continue to promote this product.

Pros

I love how easy it is to correspond with the client and reject/accept workpapers. I have heard only good things from the client regarding this.

Cons

I wish the client was able to add the users they would like to add - not a big deal and can easily be added from the accountant side.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Bryce R.
Industry: Accounting
Company size: 2-10 Employees

Efficiency and Clarity

Used Daily for 6-12 months
Reviewed on 2020/02/07
Review Source: Capterra

I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is up.

Pros

I really like the ability to go in, as an audit manager, and get an idea of the status of the audit is. I can see how responsive the client is. I can see how responsive staff is being. This allows me to focus on my attention on the clients that are being responsive. This is very important during busy season. I am constantly in Suralink during busy season, even if staff is doing the interacting with the client.

I am also quickly finding the power of the status reports that are sent out to the client and I am beginning to only send communication to the client through the status report function rather than email from Outlook.

Cons

The process of switching from one engagement to another takes one or two steps more than I would like. Maybe having a tool/navigation bar on the side could help.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,9/10
Based on 385 user ratings
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Suralink Pricing

Suralink Pricing

Starting from
US$20,00/month
Free Trial
Subscription
Value for money

Pricing starts at $20 per user per month. Contact Suralink for full pricing details.

Pricing starts at $20 per user per month. Contact Suralink for full pricing details.

Value for Money
4,7/5
Based on 385 user ratings
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Suralink Features

Suralink Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4,5/5
Based on 385 user ratings
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Categories

Additional information for Suralink

Additional information for Suralink

Key features of Suralink

  • Collaboration Tools
  • Dashboard
  • Document Management
  • Document Storage
  • Forms Management
  • Project Accounting
  • Workflow Management

Suralink FAQs

Suralink FAQs

Below are some frequently asked questions for Suralink.

Q. What type of pricing plans does Suralink offer?

Suralink offers the following pricing plans:

Starting from: US$20,00/month

Pricing model: Subscription

Free Trial: Not Available

Pricing starts at $20 per user per month. Contact Suralink for full pricing details.

Q. What are the main features of Suralink?

Suralink offers the following features:

  • Collaboration Tools
  • Dashboard
  • Document Management
  • Document Storage
  • Forms Management
  • Project Accounting
  • Workflow Management

Q. Who are the typical users of Suralink?

Suralink has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

Q. What languages does Suralink support?

Suralink supports the following languages:

English

Q. What type of pricing plans does Suralink offer?

Suralink has the following pricing plans:

Subscription

Q. Does Suralink support mobile devices?

We do not have any information about what devices Suralink supports

Q. What other apps does Suralink integrate with?

We do not have any information about what integrations Suralink has

Q. What level of support does Suralink offer?

Suralink offers the following support options:

Phone Support, Online Support